Background and intentions Next year your AFSL, Independent Financial Advisers Australia, turns 10 years old. IFA has always been...

Summary You now have greater choice as to how you assess your client's risk tolerance. This means that IFA no longer mandates Finametrica...

Your February fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...

Your January fee reports and supporting documents are now available in your “5.0 FEE REPORTS & RCTIs” folders in your Syncplicity...

Rebates for the October to December 2022 quarter have been processed today and Activity Statements have been emailed. If you have...

We have updated the FSG template to include a number of changes including, but not limited to, the update on ASIC’s MoneySmart website...

Quarter 2 (Oct to Dec 2022) of the Quarterly Safety & Success Program is now complete. We've made some changes to the declaration based...

The IFA-Aust Safety & Success webinar series is back for 2023. The webinars will run February to November (inclusive) on the third...

We think we can all agree that 2022 happened as though it was on timelapse! It’s hard to believe that the Summit and PIFA Symposium were...

If you attended the PIFA Symposium in Canberra on 18th November 2022, you will by now have received your attendance certificate noting...

If you are a director of a company, registered Australian body, registered foreign company or Aboriginal and Torres Strait Islander...

We are looking forward to seeing everyone on Thursday 17th November for the 2022 Annual Summit. In case you missed it, don't forget to do...

We have recently updated our CPD policy, and you will find the November 22 version on the Compliance/Policies page, or by clicking HERE....

Welcome to IFA-Australia’s Summit 2022. The theme for the day is ‘Masterclass’. The broad format for the day is below. In our usual day...

As you know, IFA-Aust is moving to the upgraded Revex platform. The changeover will occur this weekend, so the current platform will be...

As per our email on 14/10/22 regarding updated Ezidebit transaction fees, please remember to download the updated Ezidebit form from the...

IFA-Aust has created the following two CSA No Advice Execution Only templates, which can be downloaded from the Templates &...

It has been a busy few weeks, so we thought we'd do a quick re-cap on the things you might have missed: Quarterly reporting program: ...

Please join us in welcoming Antony Selby to the Community who joined us on 3rd of October. Antony is based in the Rose Bay area of Sydney...

If you are undertaking any marketing and/or promotional activities, you need to be aware of disclosure requirements for both print and...